Institutional Ownership Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 5 Yr Targe (TDTF). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $775 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
15,246,961
shares
|
$369 Million
0.06% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
6,953,859
shares
|
$168 Million
2.2% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
2,557,934
shares
|
$61.9 Million
7.33% of portfolio
|
Q1 2025
Added 161.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,485,292
shares
|
$60.1 Million
2.25% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
874,449
shares
|
$21.2 Million
2.59% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
537,111
shares
|
$13 Million
7.7% of portfolio
|
Q2 2022
Reduced 2.46%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
499,576
shares
|
$12.1 Million
0.18% of portfolio
|
Q1 2025
Added 266.87%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
272,701
shares
|
$6.6 Million
1.87% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
244,327
shares
|
$5.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
204,207
shares
|
$4.94 Million
0.33% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
186,650
shares
|
$4.52 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
181,651
shares
|
$4.4 Million
0.25% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
163,346
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
163,172
shares
|
$3.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
160,189
shares
|
$3.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
151,757
shares
|
$3.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
149,700
shares
|
$3.62 Million
1.1% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
93,096
shares
|
$2.25 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
86,895
shares
|
$2.1 Million
0.09% of portfolio
|
Q1 2025
Added 176.14%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
66,463
shares
|
$1.61 Million
0.2% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
59,027
shares
|
$1.43 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,083
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
44,828
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
42,325
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
41,876
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 6.28%
|